Business Analysis

• Lead/participate in business solution design sessions with key stakeholders to understand current business process and identify business pain points and objectives

• Produce Visio diagrams to document the client’s current business flow and how that will change once our solution is implemented

• With knowledge of Salesforce capabilities, provide stakeholders with thought leadership on best practices

• Gather and document detailed requirements to support business solution design results

Planning and Project Management

• Plan projects in order to accomplish their goals within constraints such as time, cost and agreed quality standards

• Schedule tasks, deadlines and milestones for stakeholders and resources

• Identify schedule uncertainties and project risks

• Coordinate clients, service providers and internal team members

• Intimately understand the requirements of projects and ensure that work proceeds on-spec

• Evaluate deliverables prepared by the team to make sure the work meets requirements and maintains a high level of quality

• Efficiently and competently manage roadblocks when things go off-plan (due to scope-creep, changed requirements, missed deadlines, etc.) and bring them back on-plan or create a new plan

• Monitor and report on the progress of projects

Client Management

• Explain our technology and proposed solutions to clients

• Articulate design rationale and function strategy as it directly relates to accomplishing goals set out (where applicable)

• Present work to the client throughout production process

• Train clients on the use of delivered work

• Support and help trouble-shoot delivered work during project and post-project

• Ensure client expectations are met and exceeded in terms of quality of product and service delivered

• Provide soft-sales (up-selling opportunities) or articulate these opportunities to the appropriate channels

• Bachelor’s degree in business or computer science, or equivalent experience

• 5+ years in a client-facing role managing IT based projects

• Ability to interact with a customer’s executives and demonstrate strategic understanding of business needs

• Hands-on experience with one or more CRM software products (Salesforce.com, Siebel, Clarify, Vantive, PeopleSoft, NetSuite) would be a strong asset

• Any project management-related certification (CAPM, PMP, etc.) is an asset

• Advanced Microsoft Excel skills (formulas, data cleansing, data manipulation)